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Get Started with the Headless 360 Platform

Learning Objectives 

After completing this unit, you’ll be able to:

  • Describe the Agentforce 360 Platform.
  • List benefits of the Agentforce 360 Platform.
  • Locate the Salesforce Sample App Gallery to view platform features and functionality.

Prerequisite

If you’re eager to start learning how to develop on the Agentforce 360 Platform, you’re in the right place. However, if you haven’t taken the Salesforce End-to-End Front Office module, go do that now. That module provides the foundation for what you learn even more about in this module, including terms, use cases, and an overview of the Salesforce architecture.

Audience

This module is for anyone in any role who wants to learn about methods for developing on the Agentforce 360 Platform. We show you a broad overview of Salesforce low-code and coding tools, and talk about how platform tools, solutions, and customizations can address common and unique business requirements. Check out the Resources section at the end of each unit to find more information about the tools and features we cover briefly here.

What Is the Agentforce 360 Platform?

The Agentforce 360 Platform is the app development platform that extends your customer relationship management (CRM) system’s reach and functionality. While it’s impressive for many reasons, the most significant one is that it comes with so many out-of-the-box features and so much functionality that you can get started using the platform without writing much, if any, code. The Agentforce 360 Platform’s agentic, automation, and low-code tools make it easy for anyone in your organization to create effective and secure apps. That means your admins can create all kinds of nifty functionality, while your coders can focus on what they do best—customize agents, features, and write more complex apps.

Platform Building Blocks

The Agentforce 360 Platform is the foundation for a suite of technologies that help you build agents and apps, and use prebuilt components to connect your teams around your customers. Salesforce is an integrated customer relationship management (CRM) platform that transforms companies by uniting their marketing, sales, commerce, service and IT teams with a single, shared customer view. So, no matter how a customer engages with Salesforce, they have a great experience. 

The Headless 360 Platform architecture.

The platform not only forms the foundation of core Salesforce products, including Sales Cloud and Service Cloud, but it also lets you build your own functionality. While you already know that you can customize existing Salesforce offerings, did you know that you can use the platform to build something from scratch that meets a specific business need? Use the platform to build custom agents, tools, apps, and services to do nearly everything that your organization needs. The Agentforce 360 Platform makes it easy to build secure, intelligent apps, agents, and automation across its services that can be scaled throughout your organization. 

Develop on the Platform

Here are just a few ways the Agentforce 360 Platform can help you build apps and functionality for your business. 

  • If you need to build a custom business application for your company or customer, the core Agentforce 360 Platform makes it easy to develop a custom data model and application that works on desktop and mobile.
  • If you want to update data or integrate with other applications inside or outside of your organization, or manage customizations of your metadata, the Salesforce APIs can help you do that and much more.
  • If your organization needs to free up your workforce from routine tasks so they can focus on the important things, Agentforce agents can automate work and even use your unique data to help your employees work smarter and faster. Agents can also be configured to help your customers get assistance they need when they need it.
  • If you need to build a customer-facing application where traffic could fluctuate unpredictably, the Heroku platform’s elastic scalability is just what you need.
  • If you want to bring your workforce together Slack can help your organization communicate and collaborate in real-time. Slackbot, Slack’s agent workmate, can help surface information across your Salesforce org and help organize your day.

Depending on the kinds of customizations you build, you may interact with Salesforce developers who write code in other parts of the Salesforce ecosystem, like Slack developers, MuleSoft developers, or Tableau developers. The Salesforce Developer: Quick Look module describes different types of Salesforce developer roles and ways they interact with the platform.

Salesforce Sample Apps

In the rest of this module, we show you how many of the Agentforce 360 Platform’s cool tools and technologies are built and how they function by exploring the Dreamhouse sample app and the Coral Cloud Sample App from the Salesforce Developers Sample Apps Gallery. The apps in the Sample App Gallery demonstrate how out-of-the box functionality can be combined with custom functionality to build solutions that make a business unique. 

To learn more about the Sample App Gallery and the apps in it, visit the Quick Start: Tour the Sample App Gallery module.

Sample app gallery Trailhead badges.

You probably know that it isn’t easy to build apps like these from scratch. And taking on these types of projects in real life can involve long, complicated lists of functional requirements and the implementation of special integrations for your company’s business data. Working by yourself, it could take you months to get something out the door. So, let's look at how the Agentforce 360 Platform can help you quickly build complex business applications like these.

Install the Dreamhouse App

We won’t be checking any steps in this module, but we encourage you to follow along and explore the Dreamhouse app. To do this, you need to install the Dreamhouse package in a new Trailhead Playground. Follow the steps below to launch a playground and install the package. 

To create a new Trailhead playground: 

  • Click your profile picture in the upper right corner of Trailhead.
  • Click Hands-On Orgs.
  • Click Create Playground. You receive an email when your new playground is ready. It may take a few minutes for your new playground to be created.
  • Open the email you received telling you about your new playground and click the link to launch your playground.
  • Click Reset Password. Type a new password and click Change Password.
  • Launch your Trailhead Playground by navigating back to the Hands-On Orgs page and clicking Launch next to your org.

To install the Dreamhouse sample app:

  • From the App Launcher (App Launcher), find and select Playground Starter.
  • If you don’t see the Playground Starter app, visit the Install a Package or App to Complete a Trailhead Challenge article on Salesforce Help.
  • If you see the Playground Starter app, click the Install a Package tab.
  • Paste 04tKY000000MF7uYAG into the Package ID field and click Install.
  • Select Install for All Users, then click Install.
  • When it prompts you to Approve Third-party access, click Yes and click Continue. This provides updated information to the map in the Dreamhouse app.
  • When the installation completes, click Done.
  • From the App Launcher (App Launcher), search for and select the Dreamhouse App.

Finally, import sample data for the Property and Broker objects:

  • In the Dreamhouse app, click the Settings tab.
  • Click Import Data.

The Settings tab showing the Import Data button.

Resources 

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